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CIK 0002010014 • 4 13F filings • Apr 25, 2025 – Jan 27, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $348K | 0.1%Prev: 0.1% | 1,112 SH | Increased-45 SH |
| APPLE INC | COM | $868K | 0.3%Prev: 0.4% | 3,194 SH | Decreased-1,049 SH |
| CAPITAL ONE FINL CORP | COM | $215K | 0.1% | 886 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $35.5M | 13.9%Prev: 14.2% | 834,031 SH | Increased+17,265 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.4M | 0.5%Prev: 0.5% | 41,193 SH | Increased+3,524 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.3M | 0.5%Prev: 0.4% | 38,410 SH | Increased+4,726 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 0.5%Prev: 0.6% | 43,218 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $305K | 0.1%Prev: 0.1% | 11,535 SH | Decreased+339 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.1M | 1.2%Prev: 1.2% | 80,668 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.1M | 1.6%Prev: 1.5% | 119,769 SH | Increased+7,048 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $13.0M | 5.1%Prev: 4.9% | 410,432 SH | Increased+16,305 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.4M | 1.3%Prev: 1.3% | 90,463 SH | Increased+2,316 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $606K | 0.2%Prev: 0.2% | 12,580 SH | Increased+115 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $24.7M | 9.6%Prev: 10.0% | 514,517 SH | Decreased+1,741 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $54.7M | 21.4%Prev: 22.2% | 1,380,842 SH | Increased-34,596 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.8M | 3.0%Prev: 2.4% | 104,887 SH | Increased+24,531 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $37.5M | 14.7%Prev: 14.9% | 986,709 SH | Increased+16,440 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $18.5M | 7.2%Prev: 7.2% | 397,270 SH | Increased+1,512 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.6M | 1.8%Prev: 1.5% | 65,786 SH | Increased+13,356 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $15.3M | 6.0%Prev: 5.9% | 464,053 SH | Increased+11,700 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $17.4M | 6.8%Prev: 6.7% | 531,680 SH | Increased+5,037 SH |
| IDEXX LABS INC | COM | $321K | 0.1%Prev: 0.1% | 475 SH | Increased |
| INTUIT | COM | $204K | 0.1% | 308 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $770K | 0.3% | 1,253 SH | New |
| MICROSOFT CORP | COM | $213K | 0.1%Prev: 0.1% | 442 SH | Decreased-169 SH |
| MORGAN STANLEY | COM NEW | $309K | 0.1%Prev: 0.1% | 1,740 SH | Increased |
| NVIDIA CORPORATION | COM | $200K | 0.1%Prev: 0.1% | 1,075 SH | Decreased-341 SH |
| PACCAR INC | COM | $467K | 0.2%Prev: 0.2% | 4,268 SH | Increased+2 SH |
| TESLA INC | COM | $281K | 0.1%Prev: 0.1% | 625 SH | Increased |
| TEXAS INSTRS INC | COM | $6.0M | 2.3%Prev: 2.6% | 34,515 SH | Decreased-681 SH |
| THE CIGNA GROUP | COM | $236K | 0.1%Prev: 0.1% | 856 SH | Decreased+5 SH |
| THOMSON REUTERS CORP | COM | $209K | 0.1%Prev: 0.1% | 1,582 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $348K | 0.1%Prev: 0.1% | 1,200 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $204K | 0.1% | 610 SH | New |
| WALMART INC | COM | $252K | 0.1%Prev: 0.1% | 2,266 SH | Increased-50 SH |
| 13F-HR |
| 0001085146-25-004271 |
| $226.5M |
| View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002347 | $205.9M | View |